Tripletail Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2079812
ORLANDO, FL
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$228,660
+$33,027 QoQ
Shares Held
4,013
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,167
of 3,594 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Tripletail Wealth Management, LLC holds $1,944,993 across 3 Banks - Diversified names. BAC ranks #3 (11.8% of the industry book) .
All Filings in BAC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,660 | 4,013 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $195,633 | 4,013 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $248,215 | 4,513 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $232,825 | 4,513 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $213,555 | 4,513 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||